Modern Portfolio Theory

Everyone with money to invest faces a primary question: what do I invest the funds in? In answering this question, a number of individual factors are typically considered, such as the dollar amount of investable funds, the investment time horizon, the individual\’s income tax bracket, and his or her ability to tolerate risk. It goes …

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LTC and Partnership

Private insurance is one of a number of ways that individuals who require long-term care (LTC) are able to pay for the needed help. In a LTC Partnership program, a state government and private health insurers work together to make available to residents of that state LTC insured policies that are \”linked\” to Medicaid. Learn …

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Marquis Who’s Who Inductee

Katie J. Weibel has been Inducted into the Prestigious Marquis Who\’s Who Biographical Registry EAST AMHERST, NY, December 15, 2021 /24-7PressRelease/ — Katie J. Weibel has been inducted into the Marquis Who\’s Who. As in all Marquis Who\’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy …

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Impact of Disability

While most Americans insure their lives and physical possessions such as their homes, cards, etc., many overlook the need to protect their most valuable asset – the ability to earn an income. How likely is it that someone will become disabled? Check out this chart showing the impact of disability.

Mutual Funds

Individuals with excess dollars to put to work in some form of investment have an often-bewildering range of choices. An investor may decide to tackle the financial markets alone, and buy and sell investments directly, in his or her own name. A second option is to invest indirectly, using an investment medium know as a …

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